Valeo Financial Advisors, LLC

Position in BTI — British American Tobacco p.l.c.

CIK 1722641 CARMEL, IN

Position in BTI

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$632,545

+$153,676 QoQ

Shares Held

10,242

+25.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#418

of 903 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Valeo Financial Advisors, LLC holds $8,535,404 across 3 Tobacco names. BTI ranks #3 (7.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PM	Philip Morris International Inc.	32,723	$5,919,917
2	MO	Altria Group, Inc.	27,560	$1,982,942
3	BTI	British American Tobacco p.l.c. This page	10,242	$632,545

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$632,545	10,242	+25.1%	Shares	Sole	2026-07-08
2026-03-31	$478,869	8,190	-49.4%	Shares	Sole	2026-05-08
2025-12-31	$915,771	16,174	-0.4%	Shares	Sole	2026-02-04
2025-09-30	$861,700	16,234	-25.4%	Shares	Sole	2025-11-03
2025-06-30	$1,029,664	21,755	-10.6%	Shares	Sole	2025-07-22
2025-03-31	$1,006,780	24,336	+11.1%	Shares	Sole	2025-04-30
2024-12-31	$795,444	21,901	+6.2%	Shares	Sole	2025-01-30
2024-09-30	$754,316	20,621	+34.7%	Shares	Sole	2024-10-10
2024-06-30	$473,631	15,313	+17.8%	Shares	Sole	2024-07-10
2024-03-31	$396,378	12,996	+7.9%	Shares	Sole	2024-04-25
2023-12-31	$352,622	12,039	-37.1%	Shares	Sole	2024-01-29
2023-09-30	$600,779	19,127	+54.0%	Shares	Sole	2023-10-20
2023-06-30	$412,410	12,422	-14.0%	Shares	Sole	2023-07-14
2023-03-31	$507,554	14,452	+31.6%	Shares	Sole	2023-04-17
2022-12-31	$439,140	10,984	+28.7%	Shares	Sole	2023-02-09
2022-09-30	$302,992	8,535	+8.0%	Shares	Sole	2022-10-31
2022-06-30	$339,074	7,902	-6.8%	Shares	Sole	2022-08-03
2022-03-31	$357,516	8,480	+10.8%	Shares	Sole	2022-04-28
2021-12-31	$286,373	7,655	+18.0%	Shares	Sole	2022-01-07
2021-03-31	$251,422	6,490	-21.5%	Shares	Sole	2021-04-12
2020-12-31	$309,854	8,265	+448.1%	Shares	Sole	2021-02-11
2020-09-30	$54,514	1,508	-67.1%	Shares	Sole	2020-10-28
2020-06-30	$177,795	4,580	+125.9%	Shares	Sole	2020-07-20
2020-03-31	$69,303	2,027	—	Shares	Sole	2020-04-13
No filing history on record for this holder in this stock.